Investment Management Chicago, IL

We are an independent advisory firm dedicated to providing unbiased, client-centered advice.

Speak with an Advisor > Schedule your Free 10 minute introductory call
Cities in US States

Start by working with a trusted investment advisor servicing Chicago

Our team of investment advisors servicing Chicago, IL has the knowledge and experience to help you set and meet your long-term financial goals. Investing can be confusing, but our investment advisors have the knowledge and experience to help you make the best decisions. Because they help a wide variety of clients in varying financial circumstances and at different stages of their lives, our advisors can offer guidance in many financial areas including retirement planning, risk management, tax planning, asset allocation, estate planning, and more.

Our investment managers are educated investment professionals who will oversee your portfolio and help you make the best decisions in an unpredictable financial marketplace. We provide investment management services near Chicago, and we have been providing investment advice for clients throughout Aurora, Chicago, Joliet, Naperville, Peoria, Rockford for over fifteen years. Our job is to help you grow your portfolio and create the wealth and security you need to enjoy your retirement years.

Investment advisors servicing Chicago specialize in:

  • Asset allocation
  • Risk management
  • Tax planning
  • Retirement planning
  • Estate planning

We are your long-term partner, helping you through every stage of your finances. We’ll help you maximize your money through smart investments so you can have the financial security you desire. Let us create a plan that is custom-designed for you, help you execute that plan with confidence, and provide you with the peace of mind that comes from knowing you’re on your way to a comfortable and secure retirement.

You can speak with an investment advisor today by calling 888-988-6621 to get connected with an expert servicing Chicago.
5-Star Paladin Registry Financial Advisor

We’ve partnered with Dave Ramsey Inc. helping Chicago with Investment Management

Dave Ramsey headshot
The Retirement Planning Group is an independent wealth management firm that has been screened and vetted by Dave Ramsey, Inc, to become a SmartVestor Pro advisory partner. We can service clients near Chicago, with no account minimums, and specialization in Life Stage Planning – planning that meets you where you are and helps you grab your future!

Our Values. Your Benefits.

  • We are an independent advisory firm equipped to provide unbiased, client-centered advice near Chicago, IL. This means you will have the amount of time and attention necessary to achieve your financial goals. Throughout the process, you will remain confident in the strategy your financial advisor sets forth. We will work closely with you as a team to ensure you are achieving your goals.
  • We are a fiduciary for you. Since we are a Registered Investment Advisory firm (R.I.A.) there are no hidden fees. Furthermore, our advisors receive no back-door payments.
  • We have low fees. Our average internal portfolio cost is .19% while the national average is .71%*

*Morningstar: Mutual Fund Expense Ratio Trends, June 2014.

Our advisory services include not only a comprehensive financial plan but also a focus on building wealth through investments. Our low-cost investment strategies can help Chicago clients build a comfortable net-worth over time. We also take care to ensure that any fortune you do build is protected with the right strategies.

In Chicago, IL today, too many people build investment strategies based off of emotion and the ups and downs of the market roller coaster. Instead, we base our investment strategies on reason, prudence, and intention. We believe in due diligence when it comes to investments. We do not give investment advice based on the panic of the markets and media. We instead give advice based on history and smart choices, rebalancing if necessary.

Chicago Inventment Managers from The Retirement Planning Group can help you reach the end goal of a comfortable and profitable retirement.